account_balance
Investment manager · 13F filer · SEC CIK 1721168
Truxt Investmentos Ltda.
Reported value$232Mas of Sep 30, 2026
Positions16 11 new, 12 sold out
Top 10 weight81.2%MU alone is 12%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MUMicron Technology Inc
12.1%Added +2515%
NOKNokia Corp
11.4%New
DALDelta Air Lines Inc
11.4%New
AALAmerican Airlines Group Inc
11.1%New
NVDANvidia Corporation
10.1%New
SKHYSk Hynix Inc
5.5%New
ENICEnel Chile SA
5.5%Added +23%
SNDKSandisk Corp
5.5%Added +1109%
PBRPetroleo Brasileiro S A
4.5%New
XPXp Inc
4.2%New
BSBRBanco Santander Brasil S A
4.1%New
NUNu Hldgs Ltd
4.0%Trimmed −55%
MUMicron Technology Inc
12.1%Added +2515%
NOKNokia Corp
11.4%New
DAL11.4%AAL11.1%NVDANvidia Corporation
10.1%New
SKHY5.5%ENIC5.5%SNDK5.5%PBR4.5%XP4.2%BSBR4.1%NU4.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MU Micron Technology Inc 12.1% Added +2515%NOK Nokia Corp 11.4% NewDAL Delta Air Lines Inc 11.4% NewAAL American Airlines Group Inc 11.1% NewNVDA Nvidia Corporation 10.1% NewSKHY Sk Hynix Inc 5.5% NewENIC Enel Chile SA 5.5% Added +23%SNDK Sandisk Corp 5.5% Added +1109%PBR Petroleo Brasileiro S A 4.5% NewXP Xp Inc 4.2% NewBSBR Banco Santander Brasil S A 4.1% NewNU Nu Hldgs Ltd 4.0% Trimmed −55%
What changed